{ "timeline": [ { "date": "1918/3", "category": "会社設立", "region": "", "importance": 3, "event": "三重県桑名で西園鉄工所がボールベアリングの研究製作を開始", "detail": "", "significance": "NTN創業の起点。国内軸受メーカーの源流の一つ", "source": "有価証券報告書" }, { "date": "1923/5", "category": "", "region": "", "importance": 3, "event": "巴商会と西園鉄工所が提携し「NTN」商標で国産軸受の製造販売を開始", "detail": "", "significance": "NTNブランドの誕生", "source": "有価証券報告書" }, { "date": "1927/3", "category": "組織再編", "region": "", "importance": 2, "event": "合資会社エヌチーエヌ製作所を設立", "detail": "", "significance": "", "source": "有価証券報告書" }, { "date": "1934/3", "category": "組織再編", "region": "", "importance": 1, "event": "合資会社エヌチーエヌ製作所を株式会社に組織変更", "detail": "", "significance": "", "source": "有価証券報告書" }, { "date": "1937/1", "category": "組織再編", "region": "", "importance": 2, "event": "東洋ベアリング製造株式会社に商号変更", "detail": "", "significance": "", "source": "有価証券報告書" }, { "date": "1938/5", "category": "", "region": "", "importance": 1, "event": "兵庫県武庫郡に昭和ベアリング製造を設立", "detail": "現宝塚製作所の前身", "significance": "", "source": "有価証券報告書" }, { "date": "1939/9", "category": "組織再編", "region": "", "importance": 1, "event": "昭和ベアリング製造を合併", "detail": "", "significance": "", "source": "有価証券報告書" }, { "date": "1939/10", "category": "設備投資", "region": "", "importance": 2, "event": "三重県桑名市に桑名工場を新設", "detail": "現桑名製作所", "significance": "NTN中核工場の発足", "source": "有価証券報告書" }, { "date": "1949/5", "category": "株式上場", "region": "", "importance": 3, "event": "大阪証券取引所市場第一部及び東京証券取引所市場第一部に上場", "detail": "戦後復興期の早期上場", "significance": "主要軸受メーカーとしての資本市場参加", "source": "有価証券報告書" }, { "date": "1960/3", "category": "設備投資", "region": "", "importance": 1, "event": "静岡県磐田市に東洋ベアリング磐田製作所を設立", "detail": "現磐田製作所", "significance": "", "source": "有価証券報告書" }, { "date": "1960/5", "category": "企業買収", "region": "", "importance": 1, "event": "西林精工株式会社を傘下に入れる", "detail": "後の平野製作所", "significance": "", "source": "有価証券報告書" }, { "date": "1961/4", "category": "企業買収", "region": "", "importance": 1, "event": "金剛ベアリング株式会社を傘下に入れる", "detail": "現和歌山製作所", "significance": "", "source": "有価証券報告書" }, { "date": "1962/1", "category": "", "region": "欧州", "importance": 3, "event": "ドイツErkrathにNTN Wälzlager(Europa)を設立", "detail": "NTN初の欧州拠点", "significance": "日本の軸受メーカーの欧州進出の初期事例", "source": "有価証券報告書" }, { "date": "1963/1", "category": "", "region": "米州", "importance": 2, "event": "アメリカNew YorkにNTN BEARING CORP.OF AMERICAを設立", "detail": "", "significance": "北米市場への足掛かり", "source": "有価証券報告書" }, { "date": "1968/9", "category": "", "region": "米州", "importance": 1, "event": "カナダMississaugaにNTN BEARING CORP.OF CANADAを設立", "detail": "", "significance": "", "source": "有価証券報告書" }, { "date": "1971/1", "category": "設備投資", "region": "米州", "importance": 2, "event": "アメリカSchiller ParkにAMERICAN NTN BEARING MFGを設立", "detail": "NTN初の米国現地生産拠点", "significance": "北米現地生産の開始", "source": "有価証券報告書" }, { "date": "1971/12", "category": "", "region": "欧州", "importance": 1, "event": "ドイツMettmannにNTN Kugellagerfabrik(Deutschland)を設立", "detail": "", "significance": "", "source": "有価証券報告書" }, { "date": "1972/11", "category": "組織再編", "region": "", "importance": 2, "event": "エヌ・テー・エヌ東洋ベアリング株式会社に商号変更", "detail": "", "significance": "", "source": "有価証券報告書" }, { "date": "1975/3", "category": "設備投資", "region": "米州", "importance": 1, "event": "アメリカElginにNTN ELGIN CORPを設立", "detail": "", "significance": "", "source": "有価証券報告書" }, { "date": "1983/3", "category": "組織再編", "region": "", "importance": 1, "event": "東洋ベアリング磐田製作所及び岡山製作所を合併", "detail": "", "significance": "", "source": "有価証券報告書" }, { "date": "1984/7", "category": "設備投資", "region": "", "importance": 1, "event": "長野県箕輪町に東洋ベアリング長野製作所を設立", "detail": "現長野製作所", "significance": "", "source": "有価証券報告書" }, { "date": "1985/12", "category": "", "region": "米州", "importance": 1, "event": "アメリカMacombにNTN-BOWER CORPを設立", "detail": "", "significance": "", "source": "有価証券報告書" }, { "date": "1989/4", "category": "設備投資", "region": "米州", "importance": 2, "event": "アメリカColumbusにNTN DRIVESHAFT社を設立", "detail": "CVJ（等速ジョイント）の米国現地生産", "significance": "後の自動車CVJ事業の基盤", "source": "有価証券報告書" }, { "date": "1989/10", "category": "組織再編", "region": "", "importance": 2, "event": "NTN株式会社に商号変更", "detail": "東洋ベアリング製造として創業以来の呼称を改めた", "significance": "NTNブランドへの統一", "source": "有価証券報告書" }, { "date": "1998/5", "category": "設備投資", "region": "東南アジア", "importance": 1, "event": "タイPluakdaengにNTN MANUFACTURING(THAILAND)を設立", "detail": "", "significance": "", "source": "有価証券報告書" }, { "date": "1998/7", "category": "設備投資", "region": "欧州", "importance": 2, "event": "フランスAllonnesにNTN TRANSMISSIONS EUROPEを設立", "detail": "", "significance": "欧州CVJ生産拠点", "source": "有価証券報告書" }, { "date": "2002/3", "category": "", "region": "", "importance": 2, "event": "ITバブル崩壊局面で経常利益27億円に低迷", "detail": "", "significance": "2000年代初頭の業績谷", "source": "有価証券報告書", "amount": "経常利益2,689百万円" }, { "date": "2002/8", "category": "", "region": "中国", "importance": 2, "event": "中国上海市に上海恩梯恩精密機電を、平湖市に恩梯恩日本電産(浙江)を設立", "detail": "日本電産との合弁を含む中国拠点の本格展開", "significance": "中国現地生産の起点", "source": "有価証券報告書" }, { "date": "2006/4", "category": "企業買収", "region": "欧州", "importance": 2, "event": "ドイツIFA-Antriebstechnik GmbHへ資本参加", "detail": "CVJ事業の欧州地盤固め", "significance": "", "source": "有価証券報告書" }, { "date": "2006/7", "category": "企業買収", "region": "欧州", "importance": 3, "event": "フランスS.N.R. ROULEMENTS（後のNTN-SNR）へ資本参加", "detail": "欧州の老舗軸受メーカー。2008年に連結子会社化", "significance": "欧州における最大のM&A、後のNTN Europe", "source": "有価証券報告書" }, { "date": "2008/4", "category": "企業買収", "region": "欧州", "importance": 4, "event": "フランスS.N.R. ROULEMENTSを連結子会社化", "detail": "軸受事業の欧州基盤を確立した決定的買収", "significance": "欧州での地歩を決定づけた大型連結子会社化", "source": "有価証券報告書" }, { "date": "2009/3", "category": "", "region": "", "importance": 3, "event": "リーマン危機で純損失▲89億円に転落", "detail": "", "significance": "リーマン直撃による最終赤字", "source": "有価証券報告書", "amount": "純損失▲8,985百万円" }, { "date": "2010/3", "category": "", "region": "", "importance": 2, "event": "2期連続の純損失▲20億円", "detail": "", "significance": "", "source": "有価証券報告書", "amount": "純損失▲2,014百万円" }, { "date": "2010/7", "category": "", "region": "欧州", "importance": 2, "event": "S.N.R. ROULEMENTSの社名をNTN-SNR ROULEMENTSに変更", "detail": "", "significance": "欧州事業のNTNブランド統一", "source": "有価証券報告書" }, { "date": "2011/1", "category": "", "region": "中国", "importance": 1, "event": "中国洛陽市に恩梯恩LYC(洛陽)精密軸承を設立", "detail": "中国LYCとの合弁", "significance": "", "source": "有価証券報告書" }, { "date": "2013/3", "category": "", "region": "", "importance": 3, "event": "純損失▲142億円を計上", "detail": "欧州反トラスト違反に伴う課徴金などによる特別損失19,932百万円", "significance": "欧州競争法違反カルテル事件の影響", "source": "有価証券報告書", "amount": "純損失▲14,195百万円" }, { "date": "2013/4", "category": "設備投資", "region": "米州", "importance": 1, "event": "メキシコAguascalientesにNTN MANUFACTURING DE MEXICOを設立", "detail": "", "significance": "", "source": "有価証券報告書" }, { "date": "2013/6", "category": "社長交代", "region": "", "importance": 2, "event": "大久保博司が社長に就任", "detail": "髙木重義からの交代", "significance": "リーマン後の再建フェーズを率いる経営者", "source": "" }, { "date": "2014/3", "category": "", "region": "", "importance": 3, "event": "純損失▲146億円を計上", "detail": "特別損失32,393百万円（カルテル制裁金等）", "significance": "欧米カルテル案件の継続影響", "source": "有価証券報告書", "amount": "純損失▲14,648百万円" }, { "date": "2019/3", "category": "", "region": "", "importance": 3, "event": "純損失▲70億円に転落", "detail": "特別損失19,292百万円（減損等）", "significance": "米中摩擦・自動車需要減速による赤字", "source": "有価証券報告書", "amount": "純損失▲6,958百万円" }, { "date": "2019/6", "category": "組織再編", "region": "", "importance": 2, "event": "指名委員会等設置会社へ移行", "detail": "", "significance": "ガバナンス改革", "source": "有価証券報告書" }, { "date": "2020/3", "category": "", "region": "", "importance": 4, "event": "コロナ直前の需要減で純損失▲440億円、営業利益は70億円に急減", "detail": "特別損失34,231百万円", "significance": "創業以来最大級の最終赤字", "source": "有価証券報告書", "amount": "純損失▲43,992百万円、営業利益7,056百万円" }, { "date": "2021/3", "category": "", "region": "", "importance": 3, "event": "営業損失▲31億円に転落、コロナ直撃で純損失▲116億円", "detail": "", "significance": "営業赤字転落。2期連続の大幅赤字", "source": "有価証券報告書", "amount": "営業損失▲3,138百万円、純損失▲11,641百万円" }, { "date": "2021/6", "category": "社長交代", "region": "", "importance": 3, "event": "鵜飼英一が社長に就任", "detail": "大久保博司からの交代。コロナ後の再建役", "significance": "「負の遺産一掃」を掲げるターンアラウンドCEO", "source": "" }, { "date": "2021/6", "category": "企業買収", "region": "", "importance": 1, "event": "平鍛造株式会社を連結子会社化", "detail": "", "significance": "", "source": "有価証券報告書" }, { "date": "2022/4", "category": "株式上場", "region": "", "importance": 1, "event": "東京証券取引所プライム市場へ移行", "detail": "", "significance": "", "source": "有価証券報告書" }, { "date": "2023/3", "category": "組織再編", "region": "欧州", "importance": 1, "event": "フランスNTN-SNR ROULEMENTSの社名をNTN Europeに変更", "detail": "", "significance": "欧州事業のブランド統合完了", "source": "有価証券報告書" }, { "date": "2024/3", "category": "経営計画", "region": "", "importance": 3, "event": "DRIVE NTN100 Phase2（FY21-FY23）終了、営業利益率・ROE目標は未達", "detail": "財務体質改善は達成したが稼ぐ力の目標は未達", "significance": "前中計未達で鵜飼CEOの再生宣言の背景", "source": "IR", "amount": "営業利益281億円、営業利益率3.4%" }, { "date": "2024/4", "category": "組織再編", "region": "", "importance": 3, "event": "市場軸から商品軸への組織変更、軸受事業本部とCVJアクスル事業本部の2本部制へ", "detail": "アフターマーケット拡大と電動化対応を目的", "significance": "事業区分の根本的組み替え", "source": "IR" }, { "date": "2024/5", "category": "経営計画", "region": "", "importance": 4, "event": "DRIVE NTN100 Final（FY24-FY26）を公表、3年目に営業利益率6%・ROE8%を目標", "detail": "構造改革3年間累計350億円を計画", "significance": "「負の遺産」一掃に向けた最終ランナーとしての中計", "source": "IR", "amount": "構造改革費用累計350億円" }, { "date": "2025/3", "category": "", "region": "", "importance": 3, "event": "構造改革費用先行計上で純損失▲238億円、FY19/3以来の最終赤字", "detail": "特別損失▲191億円、米州欧州業績低迷の税効果影響", "significance": "Finalの最重要年度で先行費用を集中計上", "source": "有価証券報告書", "amount": "純損失▲23,801百万円" }, { "date": "2025/11", "category": "設備投資", "region": "その他", "importance": 2, "event": "インドバワール工場にCVJ内部部品の現地調達化・R&D体制構築で約20億円投資、FY30にCVJ売上倍増目標", "detail": "2024年度比倍増", "significance": "成長市場インドへの再成長賭け", "source": "IR", "amount": "約20億円" } ] }